NOTE:  Don't forget to update your estate plan after major life changes, including divorce, death of a beneficiary, and financial changes.  

If you need help regarding your estate plan, contact Prism Family Law FIrm at 704-412-1442 to speak with an Estate Planning lawyer today.

The estate planning process

The first step in creating an Estate Plan is deciding what documents you want and need.  Our attorneys will discuss your unique situation, explain the purpose of each document, and help you decide what options are best for you.   The process begins with one of our attorneys gathering basic information about you and your estate, including your assets and desires for distributing your property.  We do this by sitting down with you face to face, by telephone, or by emailing you our Estate Planning Questionnaire Packet to complete on your own time.  

Once we've gathered all necessary information, we will begin drafting your Estate Plan to fit your individual needs and wishes.  We will then provide you with the finalized documents, walk you through the steps required to properly execute and store these documents, and help you execute these documents if you would prefer to do so at our office.  We will be there every step of the way to ensure that you have an Estate Plan that reflects your desires and wishes while complying with North Carolina Laws and regulations.

To speak with an attorney regarding estate planning and/or guardianship and incompetency, call 704-412-1442 today.

To speak with a Charlotte Estate Planning attorney regarding powers of attorney, call 704-412-1442 today.


Our attorney can help with all aspects of the estate planning process, including:

* Reviewing your current estate documents

* Drafting estate documents on your behalf

* Updating, Changing, or Re-writing prior documents


If we can be of assistance regarding any of the topics listed below, contact Prism Family Law Firm at 704-412-1442 to speak with one a Charlotte Estate Planning lawyer today.

Prism Family Law Firm, © Copyright 2019. 

Call today to speak with an attorney regarding your Estate Planning matter OR click below to visit Prism's contact page.  


BLOG:  View Prism's full blog here.

Living Wills

A living will is quite different from a "Last Will and Testament" and is used to create end of life directives. Read on...

To speak with a Charlotte Estate Planning attorney regarding trusts, call 704-412-1442 today.

Guardianship and Incompetency

A proceeding involving incompetency and guardianship may be necessary if a loved one is no longer able to care for himself or herself and the proper powers of attorney are either not in place or are not resolving certain issues. Read on...


A "trust" is an instrument run by a trustee who manages and distributes property pursuant to the wishes of the creator of the trust. Trusts may offer greater flexibility and the ability to create more specialized solutions than a traditional Will.  Read on...

General Powers of Attorney

A "general power of attorney," sometimes called a "financial power of attorney," allows you to name an agent who may act on your behalf by making financial and/or business decisions for you.  Read on... 

Medical PowerS of attorney

A "medical power of attorney" allows you to designate a person of your choice to make healthcare and medical decisions on your behalf should you become incapacitated.  Read on...  

To speak with one of our Charlotte Estate Planning attorneys regarding drafting or reviewing your Will, call us at 704-412-1442.


WIlls (Last Will and Testatment)

A properly drafted and executed Will is essential to ensure that your property, assets, and other important designations are handled as you wish upon death. Read on...   

Charlotte Estate Planning Lawyer

The future is uncertain.  Unfortunately, none of us know what lies around the next corner.  Planning for unexpected circumstances, such as illness or death, can greatly reduce the stress on our loved ones during these difficult times. An estate plan may include one, all, or any combination of a number of documents, including Wills, Living Wills, Medical Powers of Attorney, General Powers of Attorney and Trusts.  Our attorneys are available to explain the purpose of each of these documents and whether they may be a suitable part of your estate plan given your particular situation.  Our attorneys are also available to help with guardianship and incompetency proceedings.  Protecting your family and love ones is a priority.  Let Prism Family Law Firm help you make sure it is done right.   

Contact Info

prism family law firm

10130 Mallard Creek Rd

Suite 319

Charlotte, NC 28262

704-412-1442 (phone)

866-779-2724 (fax)

​Charlotte Estate Planning Attorney 


Family Matters.